Team

At Wealth Management Advisers, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

JOHN GERKEN
Registered Principal

T: (949) 600-9900
F: (949) 600-9908
jgerken@cfiemail.com

John specializes in personal and business financial services for clients who want to build wealth and be self-sufficient now, and in the future. His partnership with his clients provides them with a service that is unique in southern...

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ANDREW GORDON
Registered Principal

T: (949) 600-9900
F: (949) 600-9908
agordon@cfiemail.com

Andrew will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs.

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